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SWSSX Schwab Small Cap Index Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U.S. stocks. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Market Cap

The average market capitalization across the Schwab Small Cap Index MF is 16.06B. The market cap for tickers in the group ranges from 2.51B to 11.77B. BTSG holds the highest valuation in this group at 11.77B. The lowest valued company is MOG.A at 2.51B.

Volume

The average weekly volume growth across all stocks in the Schwab Small Cap Index MF was -1%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 51
Price Growth Rating: 40
SMR Rating: 68
Profit Risk Rating: 58
Seasonality Score: 2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Details
Category
Small Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWSSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWSSX has been closely correlated with DFSTX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWSSX jumps, then DFSTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWSSX
1D Price
Change %
SWSSX100%
N/A
DFSTX - SWSSX
99%
Closely correlated
-1.42%
VSMAX - SWSSX
96%
Closely correlated
N/A
VSCIX - SWSSX
96%
Closely correlated
N/A
NAESX - SWSSX
96%
Closely correlated
N/A
VSCPX - SWSSX
96%
Closely correlated
N/A
More
Schwab Small Cap Index (SWSSX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com